BGITX vs. BTLSX
BGITX (Baillie Gifford International Alpha Fund) and BTLSX (Baillie Gifford International Concentrated Growth Equities Fund) are both Foreign Large Cap Equities funds from Baillie Gifford. Their correlation of 0.83 means they have usually moved in the same direction. BGITX charges 0.61%/yr vs 0.81%/yr for BTLSX.
Performance
BGITX vs. BTLSX - Performance Comparison
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Returns By Period
BGITX
- 1D
- 2.64%
- 1M
- 1.37%
- 6M
- 5.73%
- YTD
- 8.61%
- 1Y
- 13.54%
- 3Y*
- 11.35%
- 5Y*
- 2.00%
- 10Y*
- 7.34%
- ALL TIME*
- 7.77%
BTLSX
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 |
BGITX vs. BTLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGITX Baillie Gifford International Alpha Fund | 8.61% | 19.51% | 5.03% | 18.77% | -28.71% | -0.72% | 26.59% | 32.17% | -16.61% | -0.08% |
BTLSX Baillie Gifford International Concentrated Growth Equities Fund | -7.50% | 16.56% | 18.34% | 14.75% | -39.64% | 0.71% | 100.15% | 45.32% | -13.23% | -0.69% |
Correlation
The correlation between BGITX and BTLSX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2017 | 0.83 |
The correlation between BGITX and BTLSX has been stable across timeframes, ranging from 0.75 to 0.84 - a consistent structural relationship.
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Return for Risk
BGITX vs. BTLSX — Risk / Return Rank
BGITX
BTLSX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BGITX vs. BTLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford International Alpha Fund (BGITX) and Baillie Gifford International Concentrated Growth Equities Fund (BTLSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BGITX | BTLSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.13 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.91 | — | — |
| Martin ratioReturn relative to average drawdown | 3.12 | — | — |
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Drawdowns
BGITX vs. BTLSX - Drawdown Comparison
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Drawdown Indicators
| BGITX | BTLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -12.89% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -14.82% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -44.08% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | — | — |
Current DrawdownCurrent decline from peak | -2.32% | — | — |
Average DrawdownAverage peak-to-trough decline | -11.68% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.77% | — | — |
Volatility
BGITX vs. BTLSX - Volatility Comparison
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Volatility by Period
| BGITX | BTLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 15.17% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.64% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.55% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.03% | — | — |
BGITX vs. BTLSX - Expense Ratio Comparison
BGITX has a 0.61% expense ratio, which is lower than BTLSX's 0.81% expense ratio.
Dividends
BGITX vs. BTLSX - Dividend Comparison
BGITX's dividend yield for the trailing twelve months is around 11.47%, while BTLSX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BGITX Baillie Gifford International Alpha Fund | 11.47% | 12.46% | 4.26% | 1.25% | 1.77% | 8.00% | 2.28% | 5.00% | 9.76% | 0.99% |
BTLSX Baillie Gifford International Concentrated Growth Equities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 6.18% | 25.27% | 102.72% | 0.17% | 0.00% | 0.00% |
Frequently Asked Questions
BGITX and BTLSX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for BGITX and BTLSX
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